Flowsana

            How to Set Up a Dynamic Duration-Based Workflow

            Following is information on how to get started with a Dynamic Duration-Based Workflow.  Please see How Dynamic Duration-Based Workflows Work for details on how this type of workflow operates.

            There are two ways to get started.  If you are building a new project from scratch, you can follow the first set of steps.  If you already have an existing project with Start Dates and Due Dates already set up the way you want them, use the second set of steps, as it will allows Flowsana to populate all of your task durations for you.


            Starting From Scratch
             
            1. If you haven’t done so already, create a Flowsana account here.

            2. Create a new project template in Asana, either by creating a brand new template or by using the “Duplicate Project” action to make a copy of an existing project or template (see here if you need info on how to duplicate a project).

            3. On the Flowsana website, after you’ve created an account and have received an email that your account is all set up, go to My Workflows.  Click on Add another Flowsana workflow.  From the dropdown list, select the template you created in Step 2; select the Dynamic Duration-Based Workflow option; then click on Put Selected Project Under Flowsana Workflow.  
              1. If your template isn’t in the dropdown list, click on Refresh projects list from Asana, and wait a few minutes until you get an email that your projects list has been refreshed.

            4. Wait a few minutes until you get an email that the project has been fully prepared by Flowsana, then go to the template in Asana.  You’ll see that Flowsana has added custom field columns for Duration, Lag Time, and Assign To.  Leave all task start and due dates blank.  Fill in the Duration for each task, indicating how long each task should take to complete.
              1. Be sure to also set all appropriate task dependencies, using the “Mark as Dependent on…” action (see here if you need info on Asana dependencies).
              2. In addition to setting task Durations, also use the Lag Time field if you need to create an offset between a previous task and a dependent task.  You can read more about Flowsana’s Duration and Lag Time fields here.

            5. Create a new project from the template you just built.  Wait until Asana notifies you that the project has been built, then using Add another Flowsana workflow just as in step 3, put the new project under Flowsana control of a Dynamic Duration-Based Workflow.

            6. When you receive the email that the workflow has been set up, fill in the project start and due dates (here’s how if you’re not sure).  Now sit back, wait a few minutes and watch Flowsana fill in all of the start and due dates for the tasks in this project.  Flowsana is now monitoring the project.  Adjust the start date for a task with dependencies and Flowsana will automatically adjust the dates of its dependent tasks.  Or, adjust the start date for the project and Flowsana will adjust all of the dates for the tasks in the project accordingly.

            7. Whenever you want to start a new project based on the template you built here, just repeat step 5.

            Starting From an Existing Project

            1. If you haven’t done so already, create a Flowsana account here.

            2. Use the Asana “Duplicate Project” action to make a copy of an existing project that has its start dates, due dates and task dependencies set up.

            3. On the Flowsana website, after you’ve created an account and received an email that your account is set up, go to My Workflows.  Click on Add another Flowsana workflow.  From the dropdown list, select the new project you created in Step 2; select the Dynamic Duration-Based Workflow option; then click on Put Selected Project Under Flowsana Workflow.   Wait a few minutes until you get an email that the project has been fully prepared by Flowsana.
              1. If your template isn’t in the dropdown list, click on Refresh projects list from Asana and wait a few minutes until you get an email that your projects list has been refreshed.

            4. Wait a few minutes until you get an email that the project has been fully prepared by Flowsana.  The project’s tasks should now have Durations and Lag Times filled in.  Save this project as a template.

            5. Create a new project from the template you just built.  Wait until Asana notifies you that the project has been built, then using Add another Flowsana workflow just as in step 3, put the new project under Flowsana control of a Dynamic Duration-Based Workflow.

            6. When you receive the email that the workflow has been set up, fill in the project start and due dates (here’s how if you’re not sure).  Now sit back, wait a few minutes and watch Flowsana fill in all of the start and due dates for the tasks in this project.  Flowsana is now monitoring the project.  Adjust the start date for a task with dependencies and Flowsana will automatically adjust the dates of its dependent tasks.  Or, adjust the start date for the project and Flowsana will adjust all of the dates for the tasks in the project accordingly.

            7. Whenever you want to start a new project based on the template you built here, just repeat step 5.
              
            If you have any questions about the above steps or any aspect of Flowsana, please don’t hesitate to email support@flowsana.net.  







            Updated: 10 Feb 2019 07:30 AM
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